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PEY vs KBWD

Invesco High Yield Equity Dividend Achievers ETF vs Invesco KBW High Dividend Yield Financial ETF

PEY

Invesco High Yield Equity Dividend Achievers ETF

Invesco

Annual cost

0.54%

Fund size

$1.1B

KBWD

Invesco KBW High Dividend Yield Financial ETF

Invesco

Annual cost

5.39%

Fund size

$447M

Key differences

  • PEY costs 4.85% less per year.
  • Over the last 3 years, PEY has delivered higher annualized returns.
  • PEY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PEYKBWD
Annual cost (TER)0.54%5.39%
Fund size (AUM)$1.1B$447M
Since20042010
Dividend yield4.46%13.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+17.2%+6.7%
CAGR 3Y+11.4%+8.5%
CAGR 5Y+5.9%+1.4%
Sharpe 3Y0.530.34
Volatility 1Y14.18%15.37%
Max drawdown-41.55%-58.63%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PEY and KBWD